How do I amend my return to correct the California State Withholding?
If we notified you, we recommend you submit an amended federal, if applicable, and state tax returns as soon as possible to avoid additional penalties and interest on the unpaid balance.
Please select your version of TurboTax below and follow the instructions.
TurboTax Online
Use TurboTax to amend your federal tax return.
Revisit the Wages & Income Section within the Federal interview.
Carefully review each W2, 1099-R, 1099-INT and 1099-DIV entry.
Compare the state withholding amounts entered against your actual W-2 and 1099 documents. Delete any entries that were duplicated.
Check the refund meter to determine if the refund/balance due has changed.
If the refund meter has changed, you will need to amend your federal return and state returns.
If the refund meter has not changed, you only need to amend your state return.
The changes made to the federal return will automatically transfer to the California return.
Amend the California State Return:
Enter “TO CORRECT CA STATE WITHHOLDING” as the reason for amending.
Follow the on-screen instructions to e-file your amended federal, if applicable, and submit your payment as directed.
No need to to file the state amended return if the balance due agrees with the notice from the Franchise Tax Board.
Save a copy of your amended state tax return for your records.
TurboTax CD/Download
Use TurboTax to amend your federal tax return.
Revisit the Wages & Income Section within the Federal interview.
Carefully review each W2, 1099-R, 1099-INT and 1099-DIV entry.
Compare the state withholding amounts entered against your actual W-2 and 1099 documents. Delete any entries that were duplicated.
Check the refund meter to determine if the refund/balance due has changed.
If the refund meter has changed, you will need to amend your federal return and state returns.
If the refund meter has not changed, you only need to amend your state return.
The changes made to the federal return will automatically transfer to the California return.
Amend the California State Return:
Enter “TO CORRECT CA STATE WITHHOLDING” as the reason for amending.
Follow the on-screen instructions to e-file your amended federal, if applicable, and submit your payment as directed.
No need to to file the state amended return if the balance due agrees with the notice from the Franchise Tax Board.
Save a copy of your amended state tax return for your records.
If you have questions, call 844-333-2161 (Monday–Friday, 5 AM to 5 PM PT) to speak with an expert. Mention 2024 California State Withholding so they know what you’re calling about.
